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Garrett Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Garrett Wealth Advisory Group’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.05M Sell
18,112
-428
-2% -$53.1K 0.32% 31
2026
Q1 		$2.3M Buy
18,540
+2,880
+18% +$354K 0.41% 26
2025
Q4 		$1.74M Hold
15,660
– – 0.33% 26
2025
Q3 		$1.61M Buy
15,660
+8
+0.1% +$796 0.31% 29
2025
Q2 		$1.53M Buy
15,652
+1,141
+8% +$109K 0.32% 27
2025
Q1 		$1.27M Buy
14,511
+720
+5% +$67.5K 0.28% 28
2024
Q4 		$1.25M Buy
13,791
+2,740
+25% +$238K 0.28% 27
2024
Q3 		$892K Buy
11,051
+759
+7% +$55.7K 0.22% 34
2024
Q2 		$697K Buy
10,292
+3,472
+51% +$219K 0.26% 37
2024
Q1 		$410K Buy
6,820
+88
+1% +$5.04K 0.17% 41
2023
Q4 		$354K Sell
6,732
-150
-2% -$7.94K 0.15% 42
2023
Q3 		$367K Buy
+6,882
New +$366K 0.17% 37
2019
Q4 		– Sell
-2,937
Closed -$116K – 639
2019
Q3 		$116K Buy
+2,937
New +$111K 0.08% 76

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Garrett Wealth Advisory Group's WMT Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its Walmart Inc (WMT) stake by 2.3% in Q2 2026, selling an estimated $53.1K and leaving 18,112 shares worth $2.05M. The position accounts for 0.32% of the portfolio, ranked #31.

Garrett Wealth Advisory Group first reported a position in WMT in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.3M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Garrett Wealth Advisory Group held 18,112 shares of Walmart Inc worth $2.05M as of Q2 2026.
  • Garrett Wealth Advisory Group sold 428 Walmart Inc shares in Q2 2026, an estimated $53.1K.
  • Walmart Inc made up 0.32% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #31 holding.
  • Garrett Wealth Advisory Group first reported a position in Walmart Inc in Q3 2019 and has held it in 13 quarters since.
  • Garrett Wealth Advisory Group's Walmart Inc position peaked at $2.3M in Q1 2026.
  • 4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.